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RKLBRocket Lab CorporationSell5.1·$100.15+0.08%
SellModerate Confidence
Investment thesis

Rocket Lab is growing revenue at 64% year-over-year with a strong technical support level and 35.5% upside to the resistance target, but the company burns 32% of revenue in free cash flow losses with a quality score of 2.4 below the minimum threshold and is in confirmed negative momentum.

Thesis pillars

  • Hypergrowth Revenue TrajectoryStable
  • Technical Support Resistance SetupStable
  • Cash Burn Quality Floor BreachStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Rocket Lab Corporation (RKLB) Stock Analysis

Range Bound setup

SellModerate Confidence

Industrials · Aerospace & Defense

Sell if holding. Engine safety override at $100.15: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.1/10. Specifically: Below-average business quality.

Rocket Lab provides launch services via the Electron rocket and space systems including spacecraft components and on-orbit management, serving government and commercial customers from sites in New Zealand and Virginia. Revenue was $601.8 million in 2025, with the U.S. government... Read more

$100.15+2.2% A.UpsideScore 5.1/10#50 of 64 Aerospace & Defense
QualityF-score4 / 9FCF yield-0.34%
Stop $93.43Target $102.69(analyst − 10%)A.R:R 0.1:1
Analyst target$114.10+13.9%15 analysts
$102.69our TP
$100.15price
$114.10mean
$76
$150

Sell if holding. Engine safety override at $100.15: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.1/10. Specifically: Below-average business quality. Chart setup: RSI 41 mid-range, Bollinger mid-band. Score 5.1/10, moderate confidence.

Passes 5/8 gates (clean insider activity, news events none recent, earnings proximity 33d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-06

Recent Developments — Rocket Lab Corporation

Generated 2026-07-06T04:40:27Z.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Aug 6, 202633d to earnings· next earnings call

Thesis

Rewards
No bull case signals
Risks
Concentration risk — Supplier: single vendor composites and inertial measurement units
Target reached (2.2% upside)
Quality below floor (2.4 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)-14070.0
Mkt Cap$62.8B
EV/EBITDA-345.2
Profit Mgn-26.9%
ROE-13.5%
Rev Growth63.5%
Beta2.55
DividendNone
Rating analysts27

Quality Signals

Piotroski F4/9

Options Flow

P/C0.51bullish
IV106%elevated

Concentration Risks(10-K Item 1A)

  • MEDIUMCustomertop five customers49%
    10-K Item 1A: 'our top five customers accounted for approximately 49% of our revenues'
  • MEDIUMCustomerU.S. government47%
    10-K Item 1A: 'approximately 47%...of our total annual revenues were derived from contracts with the U.S. government, U.S. prime contractors and its agencies'
  • HIGHSuppliersingle vendor composites and inertial measurement units
    10-K Item 1A: 'contracted with a single vendor or a limited number of vendors to provide certain key products or services, such as composites, inertial measurement units'

Material Events(8-K, last 90d)

  • 2026-06-05Item 5.02LOW
    Rocket Lab appointed Agostino Ricupati (age 59) as VP, Corporate Controller and Chief Accounting Officer effective June 3, 2026. Previously CAO at Cooper Companies July 2017–May 2026. No departure disclosed; routine officer appointment.
    SEC filing →
  • 2026-03-30Item 5.02LOW
    CEO Sir Peter Beck voluntarily reduced annual base salary to $1.00 and cancelled all 392,155 unvested RSUs effective March 30, 2026. No disagreement cited; described as reflecting focus on long-term shareholder value.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers·1 ceiling hit

Unprofitable operations — net margin -26.9%. Quality floor flags this regardless of sector context.static

Roe
0.0
Roa
0.0
Operating Margin
0.0
Net Margin
0.0
Fcf Quality
0.0
Gross Margin
3.3
Piotroski F
4.4
Moat
5.0
Current Ratio
8.5
Cash-burning: FCF -32% of revenueNo competitive moatQuality concerns

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Value Rank
0.0
Quality Rank
1.5
Growth Rank
8.7
Industry growth leader
GatesMomentum 4.2<4.5A.R:R 0.1 < 1.5@spotExecutive change: officer departure/appointmentInsider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 33d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
41 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $80.00Resistance $122.63

Price Targets

$93
$103
A.Upside+2.5%
A.R:R0.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (2.2% upside)
! Quality below floor (2.4 < 4.0)
! momentum at 4.2 (below the engine's 4.5 threshold)

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-08-06 (33d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is RKLB stock a buy right now?

Sell if holding. Engine safety override at $100.15: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.1/10. Specifically: Below-average business quality. Chart setup: RSI 41 mid-range, Bollinger mid-band. Prior stop was $93.43. Score 5.1/10, moderate confidence.

What is the RKLB stock price target?

Take-profit target: $102.69 (+2.2% upside). Prior stop was $93.43. Stop-loss: $93.43.

What are the risks of investing in RKLB?

Concentration risk — Supplier: single vendor composites and inertial measurement units; Target reached (2.2% upside); Quality below floor (2.4 < 4.0).

Is RKLB overvalued or undervalued?

Rocket Lab Corporation trades at a P/E of N/A (forward -14070.0). TrendMatrix value score: 5.0/10. Verdict: Sell.

What do analysts say about RKLB?

27 analysts cover RKLB with a consensus score of 4.1/5. Average price target: $114.

What does Rocket Lab Corporation do?Rocket Lab provides launch services via the Electron rocket and space systems including spacecraft components and...

Rocket Lab provides launch services via the Electron rocket and space systems including spacecraft components and on-orbit management, serving government and commercial customers from sites in New Zealand and Virginia. Revenue was $601.8 million in 2025, with the U.S. government accounting for approximately 47% and top-5 customers representing 49% of revenues. The company is developing the medium-lift Neutron launch vehicle targeting constellation deployments and potentially human spaceflight.

Related stocks: HEI-A (Heico Corporation) · HEI (Heico Corporation) · EMBJ (Embraer S.A.) · LOAR (Loar Holdings Inc.) · FTAI (FTAI Aviation Ltd.)
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